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Golden State Overview
Type
Multi Family Office
Year Founded
2013
General Information
Golden State is a multi-family office headquartered in South Coast Metro. Founded in 2013 by investment advisory executives, it manages wealth generated through their financial services enterprises and partners with advisors across the United States, providing portfolio management, estate planning, and alternative investment access for client families. The firm maintains a multi-custodial platform and institutional research—supports independent advisors with compliance, technology, and succession planning.
Contact Information
Website:
https://teamgoldenstate.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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